Plaid
Business Operations, Credit
The Role
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The BizOps team is focused on solving some of Plaid's most pressing business issues. They are a small team of individuals with complementary skill sets. This role will partner our Credit product area. This team is working to transform the U.S. Credit ecosystem by building products that make cash flow insights as accessible and ubiquitous as traditional credit data.
Responsibilities:
- Initiating, managing, and successfully executing new, cross-functional initiatives that increase alignment and create synergies across Plaid
- Partnering with other teams and functions to improve efficiency, productivity, and performance
- Developing and tracking key company KPIs to drive execution and identify opportunities for operational improvement
- Identifying and assessing the viability of new business opportunities, strategic initiatives, and partnerships for Plaid
- Building out processes and success measures, and executing on initiatives to build, launch, and operationalize Plaid’s new products, in close partnership with our Product and Go-To-Market teams
Requirements:
- 8+ years of experience including 2+ years of investment banking, management consulting, or investing
- Direct operational experience at a fintech or other high-growth SaaS company, with Credit-related experience strongly preferred
- Strong knowledge of SQL preferred
- Strong analytical, financial modeling, and presentation skills
- Ability to distill complex issues into structured frameworks and action plansAbility to thrive in an ambiguous environment with a high degree of autonomy
- Ability to build productive and positive relationships across the organization at all levels
- Ability to independently drive consensus across cross-functional teams and influence decision making
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].
Please review our Candidate Privacy Notice here.
Plaid Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Plaid and has not been reviewed or approved by Plaid.
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Fair & Transparent Compensation — Pay is described as competitive to strong for many roles, with total compensation often positioned toward the high end for tech. The biggest determinants of satisfaction are framed as level, team, and the cash-versus-equity mix.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with explicit support for fertility and mental health. This breadth is repeatedly emphasized as a standout part of the overall package.
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Leave & Time Off Breadth — Time-off is presented as flexible or “unlimited,” alongside an expectation that people take time away. Additional structures like company-wide breaks and potential sabbatical offerings are also referenced as part of time-away support.
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The Company
What We Do
Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
